United Capital Financial Advisers, LLC American Centy ETF Tr Avantis Transaction History
United Capital Financial Advisers, LLC
- $11.7 Billion
- Q4 2024
A detailed history of United Capital Financial Advisers, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 14,027 shares of AVUS stock, worth $1.36 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,027
Previous 14,306
1.95%
Holding current value
$1.36 Million
Previous $1.36 Million
0.15%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding AVUS
# of Institutions
454Shares Held
88MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.93 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$345 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$313 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$294 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$219 Million9.89% of portfolio